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Newfound Research’s IDEX IEX Stock Holding History

Newfound Research’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$59K Buy
+294
New +$59.4K 0.14% 104
2021
Q4 		– Sell
-343
Closed -$71K – 130
2021
Q3 		$71K Buy
343
+10
+3% +$2.22K 0.12% 99
2021
Q2 		$73K Buy
333
+5
+2% +$1.1K 0.14% 89
2021
Q1 		$69K Sell
328
-314
-49% -$62.3K 0.16% 75
2020
Q4 		$128K Buy
642
+470
+273% +$89.4K 0.33% 35
2020
Q3 		$31K Buy
+172
New +$29.8K 0.09% 78

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Newfound Research's IEX Position: Q3 2022 in Review

Newfound Research opened a new position in IDEX (IEX) in Q3 2022: 294 shares worth $59K. The stake represents 0.14% of the portfolio and ranks #104 among its holdings. This is a return to the name: Newfound Research previously reported a position in IEX as recently as Q3 2021.

Newfound Research first reported a position in IEX in Q3 2020 and has held it in 6 quarters since. The position peaked at $128K in Q4 2020. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Newfound Research held 294 shares of IDEX worth $59K as of Q3 2022.
  • IDEX was a new Newfound Research position in Q3 2022.
  • IDEX made up 0.14% of Newfound Research's portfolio in Q3 2022, its #104 holding.
  • Newfound Research first reported a position in IDEX in Q3 2020 and has held it in 6 quarters since.
  • Newfound Research's IDEX position peaked at $128K in Q4 2020.
  • 556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.